Cameron Gleeson

Yep.

Puts them in a great position to do well.

Yeah, yeah.

So Anthropix is interesting.

They've got tie-ups also with Google and with Broadcom.

Yeah.

So because one thing that you might notice if you're using Claude at the moment is sometimes it takes a little while to get a response.

They're a little bit constrained in terms of compute because the demand's been so high.

Yeah.

And this is actually something where, you know, people have sort of said, oh, that Claude's leading OpenAI.

OpenAI might have an advantage in that they have, you know, if you like, greater compute resources.

So that puts them in a good place where they don't need to constrain supply.

They can, you know, so we'll wait to see how that evolves.

But there's just been so many chops and changes.

You remember at the start, people talked about AI disrupting Google search.

Yeah.

Well, in their most recent results, search engine revenue has skyrocketed.

So, search has never been more popular than it is now.

It just talks to the chopping and changing in the ecosystem.

Yeah.